Innovator Etfs Tr s&p 500 pwr shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr s&p 500 pwr
Tip: Access up to 7 years of quarterly data
All positions including Innovator Etfs Tr s&p 500 pwr held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 24k | 42.95 |
| 2025-06-30 | $621k | 15k | 40.89 |
| 2025-03-31 | $630k | 16k | 38.41 |
| 2024-12-31 | $641k | 16k | 39.09 |
| 2024-09-30 | $683k | 18k | 38.53 |
| 2024-06-30 | $575k | 15k | 37.47 |
| 2024-03-31 | $427k | 12k | 36.50 |
| 2023-12-31 | $593k | 17k | 34.76 |
| 2023-09-30 | $497k | 15k | 32.40 |
| 2023-06-30 | $401k | 12k | 32.71 |
| 2023-03-31 | $376k | 12k | 30.68 |
| 2022-12-31 | $359k | 12k | 29.25 |
| 2022-09-30 | $341k | 12k | 27.80 |
| 2022-06-30 | $236k | 8.4k | 28.09 |
| 2022-03-31 | $253k | 8.4k | 30.11 |
| 2021-12-31 | $255k | 8.4k | 30.35 |
Top funds holding Innovator Etfs Tr s&p 500 pwr
View all funds holding Innovator Etfs Tr s&p 500 pwr